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DFAI

Dimensional International Core Equity Market ETF
DFAI

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
401
Beacon Financial Strategies
North Carolina
$301K +$29 +1 +0%
HWP
402
Hibernia Wealth Partners
Louisiana
$299K +$287K +9,909 New
CPA
403
Capital Performance Advisors
California
$298K +$47.7K +1,648 +20%
EFS
404
Essex Financial Services
Connecticut
$285K -$1.94K -67 -0.7%
HA
405
Hanover Advisors
South Carolina
$284K +$53.4K +1,845 +24%
RWA
406
Redmont Wealth Advisors
Illinois
$278K – – –
CTWM
407
Cherry Tree Wealth Management
Minnesota
$277K +$59.8K +2,064 +29%
GAM
408
Gemmer Asset Management
California
$275K +$29 +1 +0%
AFG
409
Atomi Financial Group
New York
$270K +$259K +8,940 New
CIR
410
Clear Investment Research
Georgia
$268K -$29 -1 -0%
LAM
411
LifePro Asset Management
California
$261K +$250K +8,639 New
IWM
412
IHT Wealth Management
Illinois
$252K +$37.6K +1,300 +18%
HIGP
413
Hill Investment Group Partners
Missouri
$250K -$34.1K -1,177 -12%
OSAM
414
O'Shaughnessy Asset Management
Connecticut
$247K +$180K +6,202 +317%
HWM
415
HB Wealth Management
Georgia
$246K -$99.7K -3,443 -30%
SAM
416
Satovsky Asset Management
New York
$239K +$376 +13 +0.2%
KWM
417
Keebeck Wealth Management
Illinois
$233K – – –
WKWM
418
Walter & Keenan Wealth Management
Indiana
$233K +$223K +7,707 New
ST
419
Smithfield Trust
Pennsylvania
$232K +$101K +3,500 +83%
CCA
420
Cobblestone Capital Advisors
New York
$232K – – –
KAM
421
Kraft Asset Management
Tennessee
$227K +$218K +7,512 New
BFG
422
Bleakley Financial Group
New Jersey
$227K +$217K +7,501 New
SW
423
Simplicity Wealth
New Jersey
$227K +$217K +7,501 New
KCM
424
KM Capital Management
Texas
$226K +$347 +12 +0.2%
OFG
425
Orcam Financial Group
California
$219K – – –
15 16
17
18 19